<div>
<h2>Key Points</h2><ul><li>Hims &amp; Hers Health currently leads the revenue comparison against GoodRx, displaying continuous upward momentum across recent reporting periods.</li><li>GoodRx has experienced a relatively flat quarter-over-quarter revenue pattern throughout the observed period, whereas Hims &amp; Hers Health has shown consistent, sequential growth.</li><li>Investors should watch whether the widening revenue gap between the two companies continues to expand or begins to stabilize in upcoming quarters.</li><li>10 stocks we like better than GoodRx ›</li></ul><h2 id="goodrx-flat-revenue-trends">GoodRx: Flat Revenue Trends</h2><p><strong>GoodRx</strong> <span class="ticker">(NASDAQ:GDRX)</span> primarily generates revenue by offering a price comparison tool that helps consumers find geographically relevant pricing and access negotiated discounts on prescription drugs across the United States.</p><p>While expanding its offerings to include new weight-loss medications and navigating a rejected privacy settlement in federal court, it reported about 21% EBIT margin for the quarter ended Dec. 31, 2025.</p><h2 id="hims-amp-hers-health-sequential-revenue-growth">Hims &amp; Hers Health: Sequential Revenue Growth</h2><p><strong>Hims &amp; Hers Health</strong> <span class="ticker">(NYSE:HIMS)</span> earns its revenue by operating a telehealth network that connects consumers to licensed healthcare professionals, providing medical consultations and ongoing prescription medication subscriptions directly to customers.</p><p>It shifted its strategy to collaborate with a major pharmaceutical manufacturer and faced several shareholder investigations, while generating approximately 72% gross margin for the quarter ended Dec. 31, 2025.</p><h2 id="why-revenue-matters-for-retail-investors">Why Revenue Matters for Retail Investors</h2><p>Revenue here refers to the data provider's standardized income-statement revenue line item, and it serves as a straightforward indicator of overall consumer demand that helps investors evaluate whether a business is successfully attracting and retaining users.</p>
<img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9jaGFydHMvcHJvZHVjdGlvbi9wcm9jZXNzZWQvZ2RyeC1oaW1zL3F1YXJ0ZXIvcmV2ZW51ZS9iYXIvcHJpbWFyeS9zdGFuZGFyZC9saW1pdC04L2xhdGVzdC9nZHJ4LWhpbXNfcXVhcnRlcl9yZXZlbnVlX2Jhcl9wcmltYXJ5X3N0YW5kYXJkX2xpbWl0OC5wbmcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="525" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9jaGFydHMvcHJvZHVjdGlvbi9wcm9jZXNzZWQvZ2RyeC1oaW1zL3F1YXJ0ZXIvcmV2ZW51ZS9iYXIvcHJpbWFyeS9zdGFuZGFyZC9saW1pdC04L2xhdGVzdC9nZHJ4LWhpbXNfcXVhcnRlcl9yZXZlbnVlX2Jhcl9wcmltYXJ5X3N0YW5kYXJkX2xpbWl0OC5wbmcmdz03MDA"/>
<h2 id="quarterly-revenue-for-goodrx-and-hims-amp-hers-health">Quarterly Revenue for GoodRx and Hims &amp; Hers Health</h2><section><table><tbody><tr><th>Quarter (Period End)</th><th>GoodRx Revenue</th><th>Hims &amp; Hers Health Revenue</th></tr><tr><td>Q1 2024 (March 2024)</td><td>$197.9 million</td><td>$278.2 million</td></tr><tr><td>Q2 2024 (June 2024)</td><td>$200.6 million</td><td>$315.6 million</td></tr><tr><td>Q3 2024 (Sept. 2024)</td><td>$195.3 million</td><td>$401.6 million</td></tr><tr><td>Q4 2024 (Dec. 2024)</td><td>$198.6 million</td><td>$481.1 million</td></tr><tr><td>Q1 2025 (March 2025)</td><td>$203.0 million</td><td>$586.0 million</td></tr><tr><td>Q2 2025 (June 2025)</td><td>$203.1 million</td><td>$544.8 million</td></tr><tr><td>Q3 2025 (Sept. 2025)</td><td>$196.0 million</td><td>$599.0 million</td></tr><tr><td>Q4 2025 (Dec. 2025)</td><td>$194.8 million</td><td>$617.8 million</td></tr></tbody></table></section><p><em>Data source: Company filings.</em></p><h2 id="foolish-take">Foolish Take</h2><p>The top-line stagnation that has been frustrating GoodRX investors did not improve during the first three months of 2026. On May 6, the medication savings platform reported first-quarter sales that declined by 4.4% year over year to $194 million.</p><p>Revenue dropped, but GoodRx’s pharma direct business is encouraging investors. The stock rose more than 10% following its first-quarter report. Shareholders seem pleased with an 82% year-to-year gain for the company’s Pharma Direct business. At $52 million, the Pharma Direct business is responsible for about 27% of total revenue.</p><p>With the average annual cost for a family health plan reaching $27,000 in 2026, fewer Americans have access to a primary care physician. The rising cost of traditional access to prescription drugs has been a strong tailwind for Hims &amp; Hers Health’s alternative platform.</p><p>His &amp; Hers will announce first-quarter results on May 11, 2026. In the fourth quarter of 2025, the company reported 13% year over year subscriber growth. With fourth-quarter revenue that surged 59% year over year, it’s clearly outperforming GoodRx.</p><h2>Should you buy stock in GoodRx right now?</h2>
<p>Before you buy stock in GoodRx, consider this:</p>
<p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and GoodRx wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $471,827</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,319,291</strong>!*</p>
<p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 986<span>% — a market-crushing outperformance compared to 207% for the S&amp;P 500. <strong><span>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</span></strong></span></p>
<p>See the 10 stocks »</p>
<p style="color: #767676; text-align: left"><em>*Stock Advisor returns as of May 10, 2026. </em></p><p><em>Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims &amp; Hers Health. The Motley Fool recommends GoodRx. The Motley Fool has a disclosure policy.</em></p>
<p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
</div>

HIMS

GDRX

HIMY

HIMZ

<p>Hims & Hers Health outperforms GoodRx in revenue growth, showing consistent upward momentum, while GoodRx's revenue remains flat. GoodRx reported a 4.4% year-over-year decline in Q1 2026, despite a 27% contribution from its Pharma Direct business. Hims & Hers Health, with a 59% year-over-year revenue surge and 13% subscriber growth, is set to announce its Q1 results on May 11, 2026. Investors should monitor the widening revenue gap between the two companies in upcoming quarters.</p>

GoodRx vs. Hims & Hers Health: Stagnation vs. Growth in Revenue